Institutional Ownership Financial Sector Spdr (XLF)
This table provides information about the institutional ownership of Financial Sector Spdr (XLF). We have compiled data on the 2,131 institutions that hold shares in the stock, with a total of 986 Million shares, which have been reported (via 13F filing form) to have a value of $53 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Financial Life Planners
Tempe, AZ |
Aug 08, 2025 Q2 2025 |
14,415
shares
|
$775,527
0.61% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Riggs Capital Management LLC
American Fork, UT |
Feb 12, 2025 Q4 2024 |
14,370
shares
|
$773,106
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Monograph Wealth Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
14,345
shares
|
$771,761
0.1% of portfolio
|
Q4 2023
Reduced 7.91%
|
|
|
Philip James Wealth Mangement, LLC
Milton, GA |
Jul 18, 2025 Q2 2025 |
14,326
shares
|
$770,738
0.1% of portfolio
|
Q2 2025
Reduced 0.53%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
14,309
shares
|
$769,824
0.02% of portfolio
|
Q1 2024
Reduced 4.99%
|
|
|
Transatlantique Private Wealth LLC
|
Aug 05, 2025 Q2 2025 |
14,300
shares
|
$769,340
0.28% of portfolio
|
Q4 2022
Reduced 2.1%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
14,297
shares
|
$769,178
0.04% of portfolio
|
Q4 2022
Added 0.16%
|
|
|
Davies Financial Advisors, Inc.
Murrieta, CA |
Aug 08, 2025 Q2 2025 |
14,285
shares
|
$768,533
0.58% of portfolio
|
Q2 2025
Reduced 37.88%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
14,260
shares
|
$767,188
0.02% of portfolio
|
Q1 2025
Added 20.75%
|
|
|
Viewpoint Capital Management LLC
Seattle, WA |
Jul 22, 2025 Q2 2025 |
14,242
shares
|
$766,219
0.37% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
14,211
shares
|
$764,551
0.02% of portfolio
|
Q2 2025
Added 13.33%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
14,210
shares
|
$764,498
0.01% of portfolio
|
Q2 2025
Reduced 3.65%
|
|
|
Core Wealth Partners LLC
Santa Rosa, CA |
Aug 11, 2025 Q2 2025 |
14,205
shares
|
$764,229
0.38% of portfolio
|
Q2 2025
Reduced 14.63%
|
|
|
Second Half Financial Partners, LLC
Sebring, FL |
Jul 25, 2025 Q2 2025 |
14,159
shares
|
$761,754
0.59% of portfolio
|
Q2 2025
Reduced 0.82%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
14,117
shares
|
$759,494
0.03% of portfolio
|
Q2 2025
Reduced 14.11%
|
|
|
Copia Wealth Management
Bend, OR |
Jul 28, 2025 Q2 2025 |
14,117
shares
|
$759,494
0.62% of portfolio
|
Q2 2025
Added 106.66%
|
|
|
Sterneck Capital Management, LLC
Kansas City, MO |
Jul 16, 2025 Q2 2025 |
14,100
shares
|
$758,580
0.39% of portfolio
|
Q2 2025
Reduced 1.21%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
14,093
shares
|
$758,203
0.05% of portfolio
|
Q2 2025
Added 16.64%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
14,005
shares
|
$753,469
0.01% of portfolio
|
Q2 2022
Reduced 0.82%
|
|
|
Total Wealth Planning & Management, Inc.
Ponte Vedra Beach, FL |
Jul 24, 2025 Q2 2025 |
13,998
shares
|
$753,092
0.59% of portfolio
|
Q2 2025
Added 25.42%
|
|
|
Washburn Capital Management, Inc.
|
Aug 05, 2025 Q2 2025 |
13,975
shares
|
$751,855
0.38% of portfolio
|
Q2 2025
Reduced 39.27%
|
|
|
Pictet North America Advisors Sa
|
Jul 15, 2025 Q2 2025 |
13,964
shares
|
$751,263
0.07% of portfolio
|
Q4 2024
Added 155.42%
|
|
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
Jul 29, 2025 Q2 2025 |
13,940
shares
|
$749,972
0.2% of portfolio
|
Q2 2025
Added 19.04%
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 07, 2025 Q2 2025 |
13,922
shares
|
$749,003
0.06% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
13,893
shares
|
$747,443
0.2% of portfolio
|
Q3 2023
New holding
|